See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,127 | $153,772-15.4% | $133,980-2.9% | $273,961-52.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.86% | 36.51%-29.7pp | 29.30%-22.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $6,600 | $6,029+9.5% | $5,211+26.6% | $4,869+35.6% |
| Participant deferral / active EE | $7,319 | $6,958+5.2% | $6,282+16.5% | $5,287+38.4% |
| Admin fee / account holder | $763 | $11,765-93.5% | $9,324-91.8% | $10,132-92.5% |